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Invesco S&P MidCap Low Volatility ETF

189 hedge funds and large institutions have $396M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

21% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 73

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
189
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$46.1M
Puts
$12.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
176
Qube Research & Technologies (QRT)
United Kingdom
$6.36K
BFO
177
Biltmore Family Office
North Carolina
$6.24K
OAJ
178
Ogorek Anthony Joseph
New York
$6K
WTC
179
WhitTier Trust Company
Nevada
$5.37K
CA
180
CoreCap Advisors
Michigan
$4.74K
DIP
181
DT Investment Partners
Pennsylvania
$4.62K
KFG
182
Kingdom Financial Group
Arizona
$4.21K
OSAM
183
O'Shaughnessy Asset Management
Connecticut
$3.74K
AssetMark Inc
184
AssetMark Inc
California
$2.93K
BTI
185
Blue Trust Inc
Georgia
$1.93K
WWMSC
186
Wagner Wealth Management (South Carolina)
South Carolina
$1.56K
Russell Investments Group
187
Russell Investments Group
United Kingdom
$312
PWM
188
Provident Wealth Management
Tennessee
$125
SS
189
Sunbelt Securities
Texas
$31
AWP
190
Avid Wealth Partners
Texas
Citadel Advisors
191
Citadel Advisors
Florida
Invesco
192
Invesco
Georgia
FTUS
193
Flow Traders U.S.
New York
AF
194
Allworth Financial
California
Truist Financial
195
Truist Financial
North Carolina
IWM
196
IHT Wealth Management
Illinois
CI
197
CPR Investments
Michigan
MFGM
198
Marshall Financial Group (Maryland)
Maryland
GRP
199
Global Retirement Partners
California
ASN
200
Advisory Services Network
Georgia